Avalon Advisory Group Portfolio Holdings by Sector
Avalon Advisory Group
- $219 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$113,229
51.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IEF VEU ITOT SCHB SCHF VXUS VOO SPY 8 stocks |
$100,761
46.01% of portfolio
|
  5  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
BOKF FITB WSBC 3 stocks |
$2,765
1.26% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$789
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$656
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$582
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$217
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|